Borealis Financial Planning
Illuminating your financial future
Secure your financial future
At Borealis Financial Planning, we believe true wealth means financial freedom and making your money work for what matters most.
Individuals, families and business owners come to Borealis Financial Planning for financial advice at all stages of their life. Whether you are just starting to save and invest for your future, or if you are getting close to retirement or perhaps you are worried about inheritance tax, we will work with you to create a financial plan that helps you to achieve your financial goals.
We work with our clients over the long term, often from generation to generation, and are always on hand to guide you through life’s good times and bad times, while putting plans in place for a financially secure future.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Personalised for you
The pace of modern day living means very few people have the time or expertise to manage their finances effectively. As a client you will benefit from personalised advice from your dedicated financial adviser who is always available to you and will help you make well informed financial decisions.
Do I have enough money for financial advice?
True wealth isn’t just about numbers – it’s about creating financial freedom and long-term financial security by helping you make conscious financial decisions.
Everyone’s financial situation is different. We believe that everyone can benefit from taking financial advice and having a financial plan in place.
The best way to find out if we can help you is by booking in to have a no-obligation confidential chat to review your existing circumstances at which time we can tell you if we can add value to you and you can decide if you think our values and approach align with yours.
“Mette’s expertise in financial services is matched only by her professionalism and genuine care for her clients. She takes the time to truly understand my financial goals and provides clear guidance that has significantly improved my financial well-being. “
— J. M., London
Inheritance tax planning
Our services
Retirement planning
Investment management
Advice for business owners
Book in a no-obligation financial review
The initial meeting is with absolutely no-obligation. Lasting about an hour, the meeting allows us to understand your current circumstances and what your short and long term goals are and how we might be able to add value to you. It also gives you the chance to see if our approach and values align with yours and whether you would like to explore working with us so we can help you achieve your financial objectives.
Meetings can be at one of the offices we use in Bristol, Cirencester or London, at your home address or online via Zoom or Teams.
The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.
